Evan Lewis (CRD# 6865714) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vashon, WA and has over 3 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Vashon, WA | Jan 2024 - Current | < 1 |
Office Of Tom Kraabel | Vashon, WA | Sep 2019 - Current | 4 |
Woodbury Financial Services Inc. | Vashon, WA | May 2022 - Jan 2024 | 1 |
Securities America, Inc. | Vashon Island, WA | Nov 2020 - May 2022 | 1 |
Securities America Advisors, Inc. | Vashon Island, WA | Nov 2020 - May 2022 | 1 |
Kms Financial Services, Inc. | Seattle, WA | Jan 2020 - Nov 2020 | < 1 |
Us Bank | Auburn, WA | Oct 2016 - Sep 2019 | 2 |
Office Of Thomas Kraabel | Vashon Island, WA | Aug 2017 - Nov 2018 | 1 |
Unemployed | Federal Way, WA | Jul 2016 - Oct 2016 | < 1 |
Brugger's Bagels | Iowa City, IA | Aug 2014 - Jul 2016 | 1 |
Unemployed | Iowa City, IA | May 2014 - Aug 2014 | < 1 |
University Of Iowa | Iowa City, IA | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- WA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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